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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,379 | $152,597-76.2% | $117,533-69.0% | $134,532-73.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | 59.42% | 53.04%+6.4pp | 29.77%+29.7pp | 418.27%-358.8pp |
| Employer contribution / active EE | $14,743 | $5,576+164.4% | $4,179+252.8% | $4,741+211.0% |
| Participant deferral / active EE | $9,955 | $4,821+106.5% | $4,072+144.5% | $6,401+55.5% |
| Admin fee / account holder | $162 | $7,007-97.7% | $5,647-97.1% | $11,429-98.6% |